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  1. Xero HQ | Clients - Export list by group

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Sam Cuttell supported this idea  · 

  2. Xero HQ - Client Groups Reporting

    23 votes

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    9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    working on it  ·  AdminHannah G (Admin, Xero) responded

    Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
    Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.

    While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.

    Sam Cuttell supported this idea  · 

  3. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    605 votes

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    174 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Sam Cuttell supported this idea  · 

  4. Xero HQ | Clients - Export contact group

    9 votes

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    2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Sam Cuttell supported this idea  · 
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    Sam Cuttell commented  · 

    Totally agree I have just over 1000 clients in 12 groups and some have not been assigned to groups and I cannot find out which ones they are without going through them one by one